new
All Plans
UI & Reporting
Linked Records: Record Selector Dropdown Mode
The Record Selector on Linked Records now opens as an inline dropdown by default instead of a full modal. Picking from a short list of existing records to link takes one click and no modal round-trip; the modal experience is still available for longer lists and advanced browsing. Service desks assigning a ticket to one of a small set of Change Requests, sales teams linking a deal to an Account from a short recent-account list, GRC compliance teams connecting a control test to a filtered short-list, and PMO leads connecting a task to a Sprint from a handful of active options all get quicker linking on the common case.
Key Highlights
- Dropdown by Default: The Record Selector now opens as an inline dropdown when users click into a Linked Record cell, cutting the full-modal round-trip out of the common single-click pick.
- Same Records, Same Configuration: The dropdown surfaces the same records the modal would show — same Solution-Manager-configured static and dynamic filters, same sort order, same Fields configuration (from the Advanced Settings introduced in prior releases), same Grouping (from the Jul 27 Grouping for Record Selector release).
- Modal Still Available: When users need the richer browsing experience — grouped views, filter panels, advanced controls that don't fit inline — the modal is one click away as an expansion from the dropdown.
- Inline Search: Users can type in the dropdown to filter the visible records, the same way they would inside the modal.
- No Configuration Migration: Existing Linked Record fields inherit the dropdown default automatically; no Solution Manager action required, no data changes, no configuration migration.
How It Works
- Open a record and click into any Linked Record cell to open the Record Selector. The Selector opens inline as a dropdown by default.
- Scroll through the visible records or type to search within the list; click a record to link it. No modal opens.
- When the dropdown isn't enough (long list needing filter panels, grouped browsing, or other advanced controls), click the expand affordance to open the full modal instead — same records, same configuration, richer surface.
Third refinement in the Linked Records 2.0 arc, following the Sticky Add New button and Grouping for Record Selector from Jul 27.